Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5526
$45K ﹤0.01%
1
-1
5527
$45K ﹤0.01%
142,628
+6,600
5528
$45K ﹤0.01%
979
-1,121
5529
$45K ﹤0.01%
4,889
+3,977
5530
$45K ﹤0.01%
7,251
+6,760
5531
$45K ﹤0.01%
31,281
+386
5532
$45K ﹤0.01%
1,752
-2
5533
$45K ﹤0.01%
2,691
-24,289
5534
$45K ﹤0.01%
10,600
+4,341
5535
$45K ﹤0.01%
2,191
+530
5536
$45K ﹤0.01%
16,646
-7,739
5537
$44K ﹤0.01%
40
-5,726
5538
$44K ﹤0.01%
454
-362
5539
$44K ﹤0.01%
4,277
+4,249
5540
$44K ﹤0.01%
118,642
-69,180
5541
$44K ﹤0.01%
10,945
+628
5542
$44K ﹤0.01%
14,758
-722
5543
$44K ﹤0.01%
704
-187
5544
$44K ﹤0.01%
2,895
-116
5545
$44K ﹤0.01%
1,816
-1,852
5546
$43K ﹤0.01%
4,555
+2,590
5547
$43K ﹤0.01%
7,383
+4,850
5548
$43K ﹤0.01%
8,598
-15,425
5549
$43K ﹤0.01%
752
-4,968
5550
$43K ﹤0.01%
1,940
-701
220 221
222
223 224